See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $125,736 | $111,724+12.5% | $93,606+34.3% | $145,922-13.8% |
| Participation rate | 64.3% | 74.2%-9.9pp | 68.7%-4.4pp | 80.3%-16.0pp |
| Annual return | 17.91% | 202.98%-185.1pp | 133.20%-115.3pp | 561.29%-543.4pp |
| Employer contribution / active EE | $1,583 | $3,090-48.8% | $2,420-34.6% | $4,660-66.0% |
| Participant deferral / active EE | $2,465 | $4,912-49.8% | $4,411-44.1% | $6,688-63.1% |
| Admin fee / account holder | $8,694 | $10,250-15.2% | $8,285+4.9% | $13,397-35.1% |